• Assist in the collection, analysis, and interpretation of sales data to identify trends, opportunities, and areas for improvement within the LATAM market. • Support the creation and updating of sales forecasts, budget plans, and performance reports for various mechanisms. • Contribute to the development of sales enablement tools, presentations, and training materials for the LATAM sales force. • Collaborate with sales, marketing, and product teams to gather information and ensure alignment on commercial strategies. • Help organize and prepare for regional sales meetings, workshops, and business reviews. • Conduct market research to understand competitive landscapes, customer needs, and emerging trends in the healthcare industry across LATAM. • Support the implementation and tracking of key performance indicators (KPIs) related to sales effectiveness. • Perform administrative tasks as needed to support the Planning and Sales Enablement team.

• Build trust in the company and ensure our customers are provided with accurate knowledge about our services • Achieve outbound call targets set by the management team • Responsible for building and maintaining customer relationships through pipeline management • Meet or exceed monthly revenue targets • Uncover customer needs and present an accurate high-level overview of our value proposition • Listen to unique eligibility problems and communicate easily understood solutions • Develop and maintain a deep expertise of Eldercare Resource Planning services and best practices to provide value to customers • Understand and effectively communicate Medicaid eligibility guidelines to determine if a lead qualifies for our services • Develop personalized support that aligns with our company’s voice and values • Follow-up with customers to further educate, engage and transition them toward our Medicaid planning services • Work harmoniously with others toward individual and team targets • Stay resilient and able to apply continued focus on winning potential customers despite setback or objection

• Conduct research and make outbound calls to build the prospect database and generate qualified leads for sales • Update/Clean databases • Support other sales/marketing activities • Assist with social media and email marketing campaigns • Assist with inbound inquiries • Support sponsorships sales by telephone, email communications, etc. • Develop and maintain a working knowledge of the industry and competing shows by reading articles in leading publications and websites and conducting research online • Other assigned duties

• Develop relationships in the crypto OTC market with large institutions like Family Offices, Banks, Exchanges, Brokers, VC’s, Hedge Funds, Propriety Trading firms and Ultra-HNW individual clients. • Work closely with clients on building customized trade strategies and manage execution of OTC trading orders (on/off ramp, block trading etc). • Collaborate with internal teams to ensure seamless trade execution and settlement processes. • Provide market insights, investment ideas, and tailored trading strategies to attract new clients and expand OTC trading business. • Coordinate client onboarding with compliance team, quote and trade with client under company risk management policies.